Financials

Basics

1. What's an account statement?

Parent User

1. How do I view my account statement?
2. I'm viewing my account statement. How do I change dates so that my account statement will display transactions for another date range?
3. How do I retrieve my account statement for a specific period or date range?
4. What's the difference between transaction date and posting date?
5. I'm viewing my account statement. What do the transactions and headings (e.g. Trans Date, Description, Source...) mean?
6. How do I print a printer-friendly version of my account statement?
7. How do I configure my browser's printing options to print specific page elements such as titles or table lines?

Provider User

Getting Started

1. What's the Financials module? What can I do with this module?
2. I am already providing children's services in my neighborhood before discovering bizAdvantage. How do I add my existing customers and their corresponding financial balance owing to me in bizAdvantage?
3. What's the "Enter historical information" link or feature I see in my bizAdvantage home?
4. I'm in the Enter History page. What can I do from here?
5. I accidentally closed the history, which is disallowing me from making further changes in my customer accounts' opening balances. What should I do?

Entering and Adjusting Transactions

1. How do I enter new transactions?
2. What's the difference between transaction date and posting date?
3. When is a transaction considered post-dated? When is a transaction considered posted already?
4. When do transactions get posted to the parent's account statement?
5. I need to charge a parent account for my services. How do I record this charge?
6. A parent paid me by cheque for my services. How do I record this payment to their account?
7. I need to give a refund or credit to a parent. How do I record this credit to their account?
8. I made an incorrect transaction. How do I remove or modify this transaction?
9. I've collected payments from my customers. How do I enter all of these payments quickly into my customers' accounts?
10. I want to view or remove a post-dated transaction. What should I do?
11. When I entered a transaction, the account balance did not change. How come?
12. Some of the transactions I entered are not posted yet in this account statement. Why? How do I view the account's post-dated transactions?
13. I'm viewing the post-dated transactions of a parent account. What options are available and how do I use them?
14. How do I remove post-dated transactions?
15. I accidentally entered a payment to the wrong account. How do I quickly void this payment?
16. I want to void a payment but I can't seem to find it. What should I do?
17. A cheque payment entered in a parent's account bounced (NSF cheque) or did not go through when I deposited it to the bank. What should I do?
18. Both the Add a charge and Void a payment transactions can be used to adjust for any cheque payment bounce. When and why should I use the Void a payment transaction for any bounced cheques?
19. I'm in the Enter Payments page. What can I do from here?
20. I'm in the Enter Payment page. What can I do from here?
21. I'm in the Void a Payment page. What can I do from here?
22. I'm in the Charge page. What can I do from here?
23. I'm in the Credit page. What can I do from here?

Account Statements

1. I have many customers under my service and I need to send them account statements for billing. How do I print multiple account statements at the same time?
2. How do I view and print account statements or transactions for a specific date range?
3. When I view an account statement, I see the transactions for this month. How do I view transactions for other dates?
4. I'm viewing the account statement of a parent. What do the transactions and headings (e.g. Trans Date, Description, Source...) mean?
5. I'm in the Get Account Statement page. What can I do from here?
6. I'm in the Print Account Statements page. What can I do from here?

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